Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 23, 2003
(A past top pick Oct 16/03. Up 1.5%.) $50 billion of cash. Potential of a special dividend. Has a diversified income stream with experience management.
Exxon Mobil (XOM-N)
December 23, 2003
(A past top pick Oct 16/03. Up 1.5%.) $50 billion of cash. Potential of a special dividend. Has a diversified income stream with experience management.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$39.750
Owned
Yes
TOP PICK
TOP PICK
December 23, 2003
(A past top pick Oct 16/03. Up 1.5%.) Has a good diversity of income streams.
(A past top pick Oct 16/03. Up 1.5%.) Has a good diversity of income streams.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$63.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 23, 2003
(A past top pick Oct 16/03. Up 14%.) Commodity prices are fairly high, so don't expect much of an upside from this point. Would consider taking some money off the table. Fairly fully valued.
Apache Corp (APA-N)
December 23, 2003
(A past top pick Oct 16/03. Up 14%.) Commodity prices are fairly high, so don't expect much of an upside from this point. Would consider taking some money off the table. Fairly fully valued.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$79.980
Owned
Yes
DON'T BUY
DON'T BUY
December 23, 2003
An excellent company. Expensive relative to its peers. Would prefer its parent, Exxon.
Imperial Oil (IMO-T)
December 23, 2003
An excellent company. Expensive relative to its peers. Would prefer its parent, Exxon.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$57.390
Owned
No
HOLD
HOLD
December 23, 2003
A turnaround story. Heavy debt load.
El Paso Corp (EP-N)
December 23, 2003
A turnaround story. Heavy debt load.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.830
Owned
Unknown
HOLD
HOLD
December 23, 2003
A turnaround story. Heavy debt load.
Dynegy (DYN-N)
December 23, 2003
A turnaround story. Heavy debt load.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.200
Owned
Unknown
BUY
BUY
December 23, 2003
A very interesting play. Very favorable transmission characteristics allowing them to operate with limited competition. Mired in debt when Panda went bankrupt. Probably will make money on this investment.
Teco Energy (TE-N)
December 23, 2003
A very interesting play. Very favorable transmission characteristics allowing them to operate with limited competition. Mired in debt when Panda went bankrupt. Probably will make money on this investment.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$14.190
Owned
Unknown